2023 Form 5500 filing — Roth Staffing Companies, Lp 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014130227NAL0026214257001) for Roth Staffing Companies, Lp 401(K) Plan, reported by Roth Staffing Companies, Lp under EIN 33-0633164 and plan number 001. It reports 1,847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.8MReported net assets$25,845,752
Participants1.8K1,847
Provider compensation$131.7K3 Schedule C row(s)$131,722
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130227NAL0026214257001
Plan sponsor
Roth Staffing Companies, Lp
EIN
33-0633164
Plan number
001
Location
Orange, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$340.5K
Participant$1.9M
Full reported line items
Total assets (EOY)
$25,845,752
Total liabilities (EOY)
$0
Net assets (EOY)
$25,845,752
Employer contributions
$340,543
Participant contributions
$1,922,592
Total income / additions
$6,674,474
Benefits paid
$1,511,529
Administrative expenses
$131,722
Total expenses
$1,643,251
Net increase / (decrease)
$5,031,223
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $85.7K · Indirect $0
  2. 2
    RETAINED BY EMPLOYER · Direct $27.3K
  3. 3
    RETAINED BY EMPLOYER · Direct $18.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130227NAL0026214257001 cover?
It is the 2023 Form 5500 filing for Roth Staffing Companies, Lp 401(K) Plan, reported by Roth Staffing Companies, Lp (EIN 33-0633164).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages